Jack in the Box 401(k) match, vesting and fees
What Jack in the Box's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Schwab Retirement Plan Services Inc | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 166 defined-contribution plans in accommodation and food services with 1,000 to 4,999 participants.
| Jack in the Box: employer contribution per participant | $1,777 | |
| Peer median | $785 |
| Jack in the Box: average balance | $76,483 | |
| Peer median | $30,242 |
| Jack in the Box: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $118M at the end of plan year 2021 to $145M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,097 | $145M | $3.4M | $1,777 | 0.10% | Not published | Form 5500 ↗ |
| 2023 | 8,529 | $116M | $2.5M | $1,466 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 4,204 | $99.2M | $2.2M | $1,280 | 0.12% | Not published | Form 5500 ↗ |
| 2021 | 4,195 | $118M | $1.9M | $1,083 | 0.08% | Not published | Form 5500 ↗ |
Other Jack in the Box plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jack in the Box Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Aon Consulting, Inc | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Jack in the Box match 401(k) contributions?
The match terms for the Jack in the Box Inc. Easysaver Plus Plan have not been published from its filing yet. The plan year 2024 filing reports $3.4M in employer contributions, about $1,777 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Jack in the Box 401(k) match vested?
The vesting schedule for the Jack in the Box Inc. Easysaver Plus Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Jack in the Box 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Schwab Retirement Plan Services Inc. The plan administrator is Jack in the Box Inc..
I left Jack in the Box. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Jack in the Box Inc., (858) 571-2121) or the recordkeeper, Schwab Retirement Plan Services Inc. The Jack in the Box old 401(k) page lists the contacts from every plan filing. Find an old Jack in the Box 401(k)
Data from the public Form 5500 annual reports Jack in the Box filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Jack in the Box. Not financial advice. Report a correction · Methodology